Teams at Western & Southern Financial Group

Leads and develops Financial Representatives by providing sales coaching, training, onboarding, recruiting support, performance management, and strategic direction. Drives production, customer and agent retention, prospecting, networking, cross-selling, and adherence to agency sales processes. Reports on sales and recruiting results while partnering with agency leadership and support teams.

Leads an agency’s sales and marketing operations, coaching Staff Managers and Financial Representatives, driving sales and client retention, recruiting talent, implementing sales processes, setting production goals, monitoring performance, and ensuring ethical and regulatory standards. Provides operational guidance, reports results to senior management, develops community and client relationships, and maintains industry expertise.

Leads a financial services agency by coaching managers and representatives, driving sales and client retention, developing business plans, recruiting talent, overseeing training, monitoring performance, and ensuring compliance with agency standards. Builds relationships with clients, businesses, community groups, and affinity organizations while reporting production, recruitment, retention, and acquisition results to senior management. Provides operational guidance and collaborates with home office teams.